Intuitive Drag-and-Drop UI

The Resource Planning interface includes an intuitive drag-and-drop UI that simplifies resource management. Users can effortlessly move allocations, adjust schedules, and reassign tasks, making planning more efficient and seamless.

Add a New Allocation

  1. Click on a cell in the planner.
  2. Drag to stretch the allocation to the desired duration.
Adding a new allocation by clicking and dragging on the resource planning calendar

Move an Allocation

  1. Click and hold an allocation.
  2. Drag it to a new date to reschedule.
Moving an allocation to a new date by dragging it across the resource planning timeline

Resize an Allocation

  1. Click and drag the edge of an allocation.
  2. Extend or shorten it to adjust the duration.
Resizing an allocation by dragging its edge to adjust the duration on the timeline

Delete an Allocation

  1. Click on an allocation.
  2. In the pop-up window, click Delete.
Deleting an allocation by clicking it and selecting Delete from the popup menu

Edit an Allocation

  1. Click on an allocation.
  2. In the pop-up window, click Edit to enter editing mode.
Editing an allocation details through the popup window interface

Split an Allocation

  1. Click Split in the top-right corner.
  2. Click on the allocation at the boundary between days to split it into two separate allocations.
Splitting an allocation into two separate allocations at a day boundary

With its intuitive drag-and-drop functionality, the Resource Planning UI ensures a smooth and efficient experience, helping teams adapt quickly to project changes.